Jacob leads the team with a planning-first mindset, coordinating tax, investment, insurance, and estate strategies for clients navigating complexity. His approach is personal, strategic, and deeply rooted in long-term relationships.
What drives him: helping people feel in control of their financial future and aligned with what matters most. Whether you’re managing equity compensation, preparing for a business exit, or seeking a more proactive plan, Jacob is your strategic guide.
“You deserve more than a money manager. You deserve an advisor who plans with clarity and care.”
Outside of the office, you’ll find Jacob coaching youth rugby, training for triathlons, or spending time with his wife, Nichelle, and their son, Nico.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - 0K27963